Accelerate ERP Adoption & Maximize ROI
With Whatfix for ERP, support users in the flow of work, maximize usage, and create frictionless ERP workflows.
Achieve finance and supply chain outcomes with frictionless ERP workflows.
Guidance
Accelerate ERP onboarding and maximize adoption with in-app guidance
Reduce time-to-proficiency and enable ERP end-users with contextual, guided in-app experiences like Flows, Task Lists, and Smart Tips to improve productivity, drive adoption, and achieve finance, purchasing, and supply chain outcomes.
Support
Support ERP application users in the flow of work and drive productivity
Whatfix enables all ERP application end-users to complete contract-related tasks such as adding new suppliers, submitting order requests, sending contracts, invoice processing, etc. with in-app performance support at critical moments – eliminating friction, reducing errors made by users, and improving ERP process governance.
Analytics
Understand how end-users engage with your ERP and optimize processes
With Whatfix Guidance Analytics, analyze how ERP end-users engage with your Whatfix-built in-app content, like Task List completion rates, Flow dropoffs, and Smart Tip views. With Product Analytics, capture and analyze ERP end-user behavior and adoption without engineering support, including user actions, attributes, event tributes, and auto-capture to better frictionless ERP experiences and workflows.
Platform Coverage
Realize the full value of your ERP investments
Whatfix overlays on any enterprise software or homegrown app in your ERP technology stack, including web, mobile, and desktop applications. From SAP S4/HANA, MS Dynamics 365, NetSuite, and more, software clicks with Whatfix.
Whatfix Platform
Accelerate Adoption, Scale ROI.
Drive success across the entire software lifecycle. Prepare users before launch, support them with live guidance, and continuously optimize for maximum impact.
Pre-Go Live
Mirror
Create replicate app environments for hands-on training and AI roleplay.
Explore Mirror →
Real-Time Guidance
DAP
Support users in the flow of work with in-app guidance and AI self help.
Explore DAP →
Post-Launch
Analytics
Analyze how users engage with applications and launch targeted interventions.
Explore Analytics →
ERP Software Clicks Better With Whatfix
See why CIOs at Fortune 1000 enterprises choose Whatfix as their digital adoption partner.
No-code content
editor
Effortlessly create and maintain contextual in-app guidance across any application with a true no-code editor, matching content to your brand identity without relying on development resources.
Unified approach to digital adoption
Bridge the gap between learning and doing. Whatfix is the only DAP that pairs in-app guidance with application simulation, enabling teams to build hands-on sandboxes that acclerates proficiency, improves skills, and accurately assess readiness.
Cross-application workflow support
Whatfix’s open ecosystem supports cross-app processes, guiding users across systems without disruption. This eliminates friction in complex workflows and ensures seamless full-stack adoption.
Customer services that drive outcomes
Whatfix combines dedicated enablement support, author training, technical support, and customer success frameworks to help teams accelerate adoption, scale effectively, and prove ROI.
Trusted by Enterprises.
Loved by Users
64%
faster time-to-value on digital investments.
67%
higher ROI on enterprise software.
37%
higher user proficiency after 3 months.
72%
increase in overall user productivity.
49M
end-users enabled with Whatfix in-app guidance.
Whatfix reimagines our training. The DAP is easy to use – even for non-technical users. It supports in-application guidance across almost any interface and platform. It’s so easy to update materials, we can finally keep pace with the system changes. Looking back, Whatfix was one of the best decisions we have made.
Abby Essing
Security & Compliance
Your Security Is Our Priority
As a Digital Adoption Platform provider, we must stay aware of regulatory requirements for data. Whatfix’s compliance team ensures our data handling practices meet these requirements.
BLOG
ERP User Training: Best Practices & Tactics to Drive Adoption
Learn how to maximize ERP ROI by supporting your end-users with hands-on training, contextual in-app guidance, and moment-of-need support.
WHITEPAPER
How CIOs Build an Enterprise DAP Business Case
Learn how to create an enterprise business case for pitching a DAP investment to key stakeholders.
REPORT
The Forrester Wave™: Digital Adoption Platforms, Q4 2024
Read why Forrester named Whatfix a leader in its most recent Forrester Wave™ report.
BEST-IN CLASS SOLUTIONS
Recognized by
industry leaders
Whatfix FAQs
Don’t see your answer? Send a message to our live chat, we’d be happy to help!
Whatfix helps employees adopt new ERP systems by combining hands-on practice before go-live with contextual guidance inside the live application after launch. Role-based Flows, Task Lists, Smart Tips, and Self Help support finance, procurement, supply chain, and operations users as they learn redesigned processes. This can shorten time-to-proficiency, reduce rollout friction, and help organizations protect productivity during ERP implementations and migrations.
Whatfix can guide employees through complex ERP workflows such as purchase requisitions, supplier creation, purchase orders, invoice processing, order management, inventory tasks, and finance transactions. Contextual prompts reinforce required fields, preferred process paths, and next steps inside the application. This helps reduce user errors and rework while improving process consistency across high-volume and infrequently performed ERP tasks.
Whatfix gives ERP users just-in-time assistance during the period when new processes are least familiar. Employees can follow guided workflows, access Self Help, and receive field-level support without leaving the ERP system. Application owners can also use behavioral analytics to find post-go-live drop-offs and deploy targeted guidance, helping users recover proficiency faster as new roles, interfaces, and process requirements become part of daily work.
Whatfix shifts repeatable ERP enablement into the flow of work through simulations, contextual guidance, and self-service support. Employees can practice workflows before performing them in production and resolve many how-to questions in-app. Whatfix use cases on SAP S/4HANA have documented support-ticket deflection and faster issue resolution, while in-app process guidance can reduce the errors and rework that increase the operating cost of ERP adoption.
Whatfix helps ERP leaders measure application usage, process completion, feature adoption, user journeys, friction, and engagement with guidance. Teams can connect those behavioral signals with ERP outcomes such as cycle time, error rates, rework, support demand, user proficiency, and process compliance. Tracking both user behavior and operational performance gives transformation teams a clearer view of whether the ERP investment is producing sustained business value.
Software Clicks Better With Whatfix
In-app guidance. Hands-on simulations. Actionable analytics. One unified, AI-powered platform to drive adoption and maximize ROI.